ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,270 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,820,089 | -1.7% | 362,761 | +1.2% | 8.26% | +0.5% |
| Q2 2023 | $25,261,857 | +9.2% | 358,426 | -1.0% | 8.22% | +4.4% |
| Q1 2023 | $23,134,809 | +9.2% | 362,104 | +0.0% | 7.87% | +1.9% |
| Q4 2022 | $21,178,341 | -0.9% | 362,023 | -2.0% | 7.72% | -5.0% |
| Q3 2022 | $21,380,000 | -8.7% | 369,569 | -4.8% | 8.13% | -1.8% |
| Q2 2022 | $23,420,000 | -32.7% | 388,077 | -14.8% | 8.28% | -5.7% |
| Q1 2022 | $34,802,000 | -8.2% | 455,647 | +0.5% | 8.78% | -4.8% |
| Q4 2021 | $37,924,000 | +15.8% | 453,263 | +2.3% | 9.22% | +8.0% |
| Q3 2021 | $32,752,000 | +1.3% | 443,134 | -0.3% | 8.54% | +7.4% |
| Q2 2021 | $32,318,000 | +1.6% | 444,356 | -2.5% | 7.95% | -2.0% |
| Q1 2021 | $31,815,000 | +43.5% | 455,672 | +31.1% | 8.11% | -36.5% |
| Q4 2020 | $22,174,000 | – | 347,446 | – | 12.77% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 697,179 | $47,700,976 | 41.21% |
| Foundation Wealth Management, LLC | 360,743 | $24,681,275 | 24.67% |
| Quantitative Strategies, Inc. | 431,852 | $29,547,330 | 19.88% |
| Praetorian Wealth Management, Inc. | 667,075 | $45,641,271 | 14.51% |
| TRIAD FINANCIAL ADVISORS, INC. | 552,859 | $37,826,618 | 13.32% |
| FINANCIAL LIFE ADVISORS | 443,157 | $30,320,817 | 13.05% |
| Sterling Investment Counsel, LLC | 332,429 | $22,744,762 | 13.03% |
| INSTRUMENTAL WEALTH, LLC | 155,022 | $10,898,049 | 12.73% |
| LVZ, Inc. | 1,105,700 | $75,651,998 | 12.20% |
| ShoreHaven Wealth Partners, LLC | 252,414 | $17,270,132 | 11.88% |